Comprehensive Tax Strategy

Our disproportionately large group of tax professionals enjoys an excellent reputation for being very effective in all tax and business matters affecting privately owned businesses. We utilize our in-depth knowledge of tax rules and our extensive experience pertaining to corporations, partnerships, trusts, and individuals to develop a comprehensive and integrative tax strategy designed to minimize entrepreneurial families overall tax burden. A sample of our engagements includes:

  • Identifying, developing, and implementing appropriate structures with a goal of isolating risk and minimizing tax
  • Annually reviewing all family structures with a view to recommending modifications arising from changes in family or business circumstances and/or tax laws
  • Forward planning for maximizing personal access to corporate cash
  • Advising on cross-border and multi-national structures including application of tax treaties
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